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Woodson Capital Management, LP - Portfolio Stock Holdings

Woodson Capital Management, LP disclosed 36 stock positions in a recent SEC 13F filing. $615,822,511 of stock holdings were filed, with the largest holdings including AS, RDDT, and AMZN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,546,274,365 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

36

Est. Stock Holding Value:

$615,822,511

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Woodson Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Woodson Capital Management, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.